+2,423.9%
MUU vs GRMN
+70.2%
+2,353.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | +3.6% | -1.8% | +5.3% | +4.8% |
| 30D | +22.3% | -12.1% | +34.4% | +33.6% |
| 3M | -8.2% | +18.0% | -26.2% | -24.5% |
| 6M | +256.3% | +13.7% | +242.6% | +207.1% |
| YTD | +534.4% | +35.3% | +499.1% | +358.4% |
| 1Y | +2,163.5% | +17.2% | +2,146.2% | +1,783.6% |
| All | +2,423.9% | +70.2% | +2,353.6% | +1,885.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GRMN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling